JANA Moderate Trust

The JANA Moderate Trust is a diversified portfolio of investments across asset classes and investment managers that aims to grow real capital value over time with a moderate level of expected volatility. The Trust gains its asset class exposures through investments across a broad range of JANA Investment Trusts.

Investment Strategy

The Trust is diversified within asset classes, across asset classes (including but limited to shares, debt, property, infrastructure and alternatives) and across investment managers via investments in other JANA Investment Trusts. The broad asset allocation is 70% to growth assets and 30% to defensive assets, but the asset allocation can deviate from this over time.

Investment Objective

Outperform the Consumer Price Index (CPI) plus 3% p.a. (before fees and expenses) over rolling 10 year periods.

Indicative Trust Allocations

as at 15 September 2023.

  • Australian Equities
    28%
  • Global Equities
    32%
  • Property
    5%
  • Alternative Investments
    7%
  • Fixed Interest and Cash
    26%
  • Infrastructure
    2%

Fund Features

Benchmark
CPI plus 3% p.a.
Pricing Frequency
Will generally have a daily unit price
Distribution Frequency
Quarterly
APIR
MLC4466AU
Key Trust Information - JANA Moderate Trust

Sydney
9/255 George Street,
Sydney NSW 2000
02 9221 4066
JANAadmin@jana.com.au

Melbourne
18/140 William Street,
Melbourne VIC 3000
03 9602 5400
JANAadmin@jana.com.au

JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.